+49.9%
ZM vs ONTO
+476.3%
-426.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +2.6% |
| 7D | +11.0% | +17.5% | -6.5% | +8.1% |
| 30D | +5.6% | -15.7% | +21.3% | +7.9% |
| 3M | -9.1% | -39.7% | +30.6% | -2.6% |
| 6M | -2.6% | -26.5% | +23.9% | -1.5% |
| YTD | +15.7% | +29.0% | -13.3% | +3.4% |
| 1Y | +18.8% | +57.0% | -38.2% | +1.8% |
| 3Y | +62.2% | +50.0% | +12.2% | +26.0% |
| 5Y | -60.9% | +127.3% | -188.1% | -73.8% |
| All | +49.9% | +476.3% | -426.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling